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Personal Banker - Deerfield Beach
Company | ttg Talent Solutions |
Address | , |
Employment type | FULL_TIME |
Salary | |
Expires | 2023-07-30 |
Posted at | 11 months ago |
Personal Banker - Deerfield Beach
Direct Hire / Perm
Deerfield Beach, FL
$36,000 - $42,000
Background:
Our client, a leading diversified financial institution, has engaged us to find their next Personal Banker.
Essential Duties and Responsibilities:
Benefits:
At ttg, “We believe in making a difference One Person at Time,” ttg OPT.
Direct Hire / Perm
Deerfield Beach, FL
$36,000 - $42,000
Background:
Our client, a leading diversified financial institution, has engaged us to find their next Personal Banker.
Essential Duties and Responsibilities:
- Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
- Perform any maintenance changes on existing customer’s account, such changes of address, title or rate changes.
- Maintenance of all logs.
- Maintain IRS/SEP file maintenance and reports, as the liaison to Bankers Systems.
- Provide Treasury and Lending specialists with qualified referrals for cross-sell.
- Prepare documents and assist customers in the signing of documents to process accounts.
- Assist customers on overdraft and delinquent loans.
- Promote and answer questions regarding the various lending products the bank offers.
- Ensure implementation of the Bank’s customer service philosophy in regards total customer satisfaction (knowledge, courtesy, appearance, responsiveness, accuracy and communication).
- Ensure the branch production goals are met.
- Responsible for working supplies and ordering new accounts starter kits, if necessary.
- Ensure effective customer retention and growth through ongoing sales and servicing initiatives.
- Serve as teller backup as needed.
- Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state and bank requirements.
- Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
- Resolve customer problems and complaints.
- Input information to create account data file of new accounts.
- 1 year of related Personal Banker functions/Teller experience and/or 2 years of cash handling
- Good understanding of financial products, loan documentation, and business objectives of a real-estate lending department
- A formal training in banking products and/or processing new accounts
- Good mathematical and communications skills
- 3 years banking experience or in a similar job is required or equivalent combination of education and experience
- Strong knowledge of Microsoft Office
Benefits:
- Holidays
- Sick Leave
- Maternity / Paternity leave
- Life Insurance
- Health Insurance
- Personal Days
- Retirement (401K)
- Disability Protection
- Vacation time
At ttg, “We believe in making a difference One Person at Time,” ttg OPT.
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